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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,422 | $103,000-17.1% | $90,300-5.4% | $152,885-44.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 19.95% | 95.19%-75.2pp | 78.11%-58.2pp | 345.39%-325.4pp |
| Employer contribution / active EE | $5,131 | $3,138+63.5% | $2,854+79.8% | $4,763+7.7% |
| Participant deferral / active EE | $6,714 | $4,281+56.9% | $3,884+72.9% | $5,851+14.8% |
| Admin fee / account holder | $20 | $6,173-99.7% | $5,353-99.6% | $11,598-99.8% |